Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 05-01-2024 | 03-31-2024 | 197 | 410,445,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | ETF | 151 | $888,677 | 4,833 | 0.00 | 0.00 | 4 | 0.08 | 03-31-2024 |
| ALPHABET INC CAP STK CL A | Stock | 152 | $876,752 | 5,809 | 0.00 | 0.00 | -200 | -3.33 | 03-31-2024 |
| MERCK & CO INC COM | Stock | 153 | $872,833 | 6,615 | 0.00 | 0.00 | 34 | 0.52 | 03-31-2024 |
| ABBVIE INC COM | Stock | 154 | $871,733 | 4,787 | 0.00 | 0.00 | 31 | 0.65 | 03-31-2024 |
